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Christopher Lazaro

Apollo Beach, FL
1 Disclosure

Christopher Lazaro is a registered investment advisor at Skyview Pinnacle, based in Apollo Beach, FL. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 45 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
45 clients
Average Client Portfolio
$233K average
Assets Under Management
$10.5M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $500K1.75%
$500K - $2.0M1.50%
$2M+1.25%

Advisor may negotiate fees based upon factors such as account size, a Client’s relationship with the firm, workload and complexity of assets being managed.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Apollo Beach, FL

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History

Regulatory History (1)
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Financial
August 2024
Final
Employment History
Current Registrations
Skyview Pinnacle
December 2025 - Present · 5 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Lazaro - Financial Advisor | TrueAdvisor